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Chinese iPhone curbs: 'The market may have overreacted' says Citi analystapple china market overreacted2 years ago
Published September 7, 2023 by Philip Elmer-DeWitt

Chinese iPhone curbs: 'The market may have overreacted' says Citi analyst

From Julie Zhu and Kevin Yao's "China moves to widen state employee iPhone curbs" posted Thursday by Reuters.

Read More Chinese iPhone curbs: 'The market may have overreacted' says Citi analyst

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Apple hasn't yet 'expunged enough of the froth' says Carter Worth (video)apple carter worth expunge froth2 years ago
Published September 7, 2023 by Philip Elmer-DeWitt

Apple hasn't yet 'expunged enough of the froth' says Carter Worth (video)

From "Here's why Carter Worth is a 'seller' of Apple stock" which aired Thursday on CNBC.

Read More Apple hasn't yet 'expunged enough of the froth' says Carter Worth (video)

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China iPhone freakout: What the analysts and talking heads are saying (videos)apple china freakout talking heads2 years ago
Published September 7, 2023 by Philip Elmer-DeWitt

China iPhone freakout: What the analysts and talking heads are saying (videos)

Excerpts from the notes and links to the videos I've seen. More as they come in. "Don't underestimate the risk of China's influence over Apple, says…

Read More China iPhone freakout: What the analysts and talking heads are saying (videos)

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Toni Sacconaghi: Apple may be the next IBM — and not in a good wayapple ibm toni sacconaghi2 years ago
Published September 7, 2023 by Philip Elmer-DeWitt

Toni Sacconaghi: Apple may be the next IBM — and not in a good way

From "Bernstein's Toni Sacconaghi weighs in on Apple's overseas headwinds" which aired Wednesday on CNBC.

Read More Toni Sacconaghi: Apple may be the next IBM — and not in a good way

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Watch CNBC's traders pour gas on Wednesday's Apple fire sale (video)apple cnbc gas firesale2 years ago
Published September 7, 2023 by Philip Elmer-DeWitt

Watch CNBC's traders pour gas on Wednesday's Apple fire sale (video)

"If you are overweight Apple, I think you need to take a look at that. — Joe Terranova

Read More Watch CNBC's traders pour gas on Wednesday's Apple fire sale (video)

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Premarket: Apple is redapple premarket red 7-3-252 years ago
Published September 7, 2023 by Philip Elmer-DeWitt

Premarket: Apple is red

From the Wall Street Journal’s "Stock Market Today: Dow Futures Slip, Apple Stock Sinks Premarket" posted early Thursday: Will U.S. interest rates remain higher for longer?…

Read More Premarket: Apple is red

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Watch Lightshed's Walter Piecyk try to justify a $120 target on Apple (video)apple lightshed piecyk 1202 years ago
Published September 7, 2023 by Philip Elmer-DeWitt

Watch Lightshed's Walter Piecyk try to justify a $120 target on Apple (video)

From "Wall Street's biggest Apple bear sees stock falling to $120" which aired Wednesday on CNBC.

Read More Watch Lightshed's Walter Piecyk try to justify a $120 target on Apple (video)

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In a security stand-off with Apple, WhatsApp and others, the UK caves at 11th hourapple uk backs down2 years ago
Published September 6, 2023 by Philip Elmer-DeWitt

In a security stand-off with Apple, WhatsApp and others, the UK caves at 11th hour

Apple said it would have withdrawn FaceTime and iMessage from the entire kingdom if the online safety bill had become law.

Read More In a security stand-off with Apple, WhatsApp and others, the UK caves at 11th hour

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Under Giannandrea, Apple spending millions of dollars a day on AIApple AI Giannandrea millions2 years ago
Published September 6, 2023 by Philip Elmer-DeWitt

Under Giannandrea, Apple spending millions of dollars a day on AI

 From Wayne Ma's "Apple Boosts Spending to Develop Conversational AI" ($) posted Wednesday by The Information.

Read More Under Giannandrea, Apple spending millions of dollars a day on AI

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What's eating Apple?whats eating apple2 years ago
Published September 6, 2023 by Philip Elmer-DeWitt

What's eating Apple?

Chinese iPhone ban? EU rulemaking? Ho-hum upgrade? Fear of rate hikes? $100 iPhone price increase? Pick your poison...

Read More What's eating Apple?

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
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